See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,264 | $73,933+135.7% | $96,683+80.2% | $75,163+131.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.22% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $8,210 | $2,928+180.4% | $3,737+119.7% | $2,670+207.5% |
| Participant deferral / active EE | $11,172 | $3,659+205.4% | $4,878+129.0% | $4,125+170.8% |
| Admin fee / account holder | $6,650 | $5,216+27.5% | $6,730-1.2% | $5,651+17.7% |